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The Accounting Podcast

Blake Oliver & David Leary

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Partner

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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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From Zero to Millions: Accounting Edition

Kelly Rohrs and Bilal Mehanna

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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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“A knee-jerk pullback can actually increase legal risk." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a climate where diversity, equity, and inclusion (DEI) programs have become political flashpoints, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld joins host Bonnie Buol Ruszczyk on MOVE Like This to unpack …
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"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.” It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Y…
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Automation isn’t replacing accountants—it’s exposing who can’t evolve. Accounting Influencers With Rob Brown Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt. “The robots are coming—scratch that—they’re already here,” says Accounting Influencers host R…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future and discover a path to financial freedom and purpose? In this episode of the Financial Beast Podcast, Eric Miller sits down with Dr. Erik Lundquist to explore his inspiring journey from …
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Growth doesn’t always mean moving on—it can mean moving deeper. Gear Up for Growth With Jean Caragher For CPA Trendlines “I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendline…
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Earmark Media Presents a bonus episode of Earmark Podcast: Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the …
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Leaders tie AI to real workflows, not wish lists, and adoption follows. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adopti…
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Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI age…
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Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions. Quick Tax Tip With Art Werner CPE Today In the latest Quick Tax Tip episode, tax expert Art Werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation. “Under the Tax Cuts and Jobs Act, bonus depreci…
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Earmark Media Presents a bonus episode of Earmark Podcast: Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days f…
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In the age of AI, conversations, not calculations, will define the future of the profession. The Disruptors With Liz Farr Ed Kless believes accountants can do much more than monitor the numbers. Together with Ron Baker, their latest venture, Threshold, is a community that aims to support professionals in facilitating transformations in their custom…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting. Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation …
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A new generation of borrowers is emerging—and advisors need to be ready to serve them. By Rory Henry CFP®, BFA™ For CPA Trendlines Student loan debt is not just a problem for young professionals anymore. It is a challenge that increasingly touches families, near-retirees, and even retirees. With more than $1.8 trillion in federal student loan debt …
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"The classroom is no longer a pipeline for work-ready professionals." Accounting Influencers With Rob Brown Today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades. They know their algebra, their Shakespeare, and their chemistry formulas—but not how to introduce themselves in…
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Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe…
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Firms that want to stay independent must transform how they operate, lead, and plan for succession. . Gear Up for Growth With Jean Caragher For CPA Trendlines “The problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains William “Bill” Pirolli, executive vice pres…
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Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, acco…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Selling your practice is the biggest financial decision of your life—don’t leave money on the table! In this video, we share 5 key tips to negotiate your practice sale RIGHT and maximize the value of your hard work. You’ve spent years building yo…
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“Waiting this one out is not an option. The rate of change is too fast.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. That is the consensus of Liz Mason, CPA; Byro…
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"You can write off lingerie?" Learn how one accountant built a judgment-free firm for the adult industry. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Katherine Studley posted a short TikTok in 2021 with the line “Boobs aren’t a write-off,” she wasn’t trying to build a firm - she was trying to prove a point. Now, the founder o…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not …
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Language, collaboration, and leadership training turned competition into cohesion. The Disruptors With Liz Farr When Alan Whitman became Baker Tilly's CEO, he was caught between two warring camps. On one side were the legacy partners who had built the organization and “wanted to continue doing things the way that we’ve always done them because we’v…
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The profession's newest partners may be the most vulnerable. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines MOVE Like This host Bonnie Buol Ruszczyk sits down with Sarah Elliott, CPA, co-founder of Intend2Lead, to unpack what conscious leadership looks like in accounting—and why the profession’s newest partners may be the most vulnerab…
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Gen Z won't fix your firm culture problem - they'll leave it. Accounting Influencers With Rob Brown When the youngest professionals in accounting start saying “no,” leaders should start listening. In this episode of Accounting Influencers, the conversation turns to the one thing that could make or break your firm’s future: how you treat your people…
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Reserves, credit lines, and leadership pipelines fuel expansion Gear Up for Growth With Jean Caragher For CPA Trendlines “Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the thre…
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The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question: Now that the rush is over, is your firm actually ready for what comes next? In this episode of Everything CPA & Private Equity, Philip Whitman, CPA, David W…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future after selling your practice? In this episode of the Financial Beast podcast, Eric Miller, sits down with Nathan Shields, a former practice owner turned advisor, to discuss the dos and do…
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Returns ripple through revenue recognition, inventory, and environmental reporting. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ARC hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, use a YouTube investigation into Amazon’s return ecosystem…
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What if a “stable” coin wasn’t? Blake and David unpack Paxos’s accidental minting of $300 trillion in PayPal USD—and what it reveals about stablecoin “pegs.” They also dig into proposals to weaponize IRS Criminal Investigations, NASBA’s flawed CPA exam data, and small-business headaches from forced AI rollouts in QuickBooks. Plus: Ripple’s treasury…
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The 199A deduction just got a second life — and a boost. Quick Tax Tip With Art Werner CPE Today When Section 199A was introduced under the 2017 Tax Cuts and Jobs Act, it was hailed as revolutionary. For the first time, owners of pass-through entities — partnerships, S corporations, and sole proprietorships — received a significant tax break meant …
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Private equity isn’t the only way to scale. The Disruptors With Liz Farr Steve Shein thought small accounting firms need a different option than private equity or the traditional M&A route. So he founded Franklin Alliance, which operates differently from either of those models. Unlike traditional private equity models that typically focus on cost r…
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